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Next-gen Security

Premium: The XDR front

A look at earnings and updates from CrowdStrike, SentinelOne, and Palo Alto.

PANW CRWD S ZS
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

9 Dec 2022 • 22 min read

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Next-gen Security

Premium: The SASE front

A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing.

ZS PANW NET CRWD
  • muji
    muji
muji 16 Dec 2022 • 15 min read
Data & Analytics

Premium: Snowflake Q323

Thoughts from Snowflake's earnings.

SNOW
  • muji
    muji
muji 2 Dec 2022 • 10 min read
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